Insider buying last 90 days
No open-market insider purchases were filed for APP in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every APP insider filing, plotted on the chart in Gekko.Open APP in Gekko
NASDAQ: APP
Applovin (APP) Stock Analysis & Forecast
$308.06−13.54 (−4.2%)
Close on Sep 18, 2026. Page updated Sep 19, 9:18 pm ET.
Gekko Brief
AI summaryApplovin closes at $308.06, down 4.2%, and sits below both its 50-day average of $357.19 and its 200-day average of $475.32, with the 50-day also below the 200-day. The GekkoIndex reads 66.8, placing it in the Accumulation zone. Price is 9% below Gekko Fair Value of $338.52.
Coverage this week centers on a series of securities class action notices and law-firm alerts referencing a class period between 12 February 2026 and 5 August 2026, tied to concerns over generative AI model-improvement disclosures, with a lead plaintiff deadline noted as 16 November 2026. Separately, a filing shows Nykredit A/S taking a new stake of 87,564 shares valued at approximately $45,116,000. These items concern legal exposure and a fresh institutional position rather than operating results.
The next earnings date falls on 4 November 2026, after the close, 45 days out and beyond a typical 20-trading-day hold; the prior report on 5 August 2026 showed EPS of $3.76 matching estimate but a -20% reaction, with an average absolute reaction of 18.9% across recent quarters. Smart-money activity over the past 90 days shows 1 Congressional buy and 0 sales, while the past 30 days show 4 unusual options signals, with put premium of $34,720,958 against call premium of $14,495,032. Seasonality from this point has averaged +4.3% over 20 trading days across 5 years, rising in 2 of them. Typical daily movement runs 4.9%, and a typical 20-day move runs 14.6%.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $308.06200-day averageGekko Fair Value $338.52
Key stats
- Market cap
- $103.5B
- P/E ratio
- 25.1
- Forward P/E
- 16
- EPS, TTM
- $12.80
- Revenue, TTM
- $6.83B
- Profit margin
- 64.6%
- Dividend yield
- —
- Beta
- 2.49
- Volume
- 10.88M avg 4.76M
- 1-year return
- −49.2%
- Typical daily move
- ±4.9%
- Typical 20-day move
- ±14.6%
- 50-day average
- $357.19
- 200-day average
- $475.32
- Next earnings
- Nov 4 after close
- Shares outstanding
- 305.7M
Applovin swing-trade checklist
Applovin scores 3 supportive, 2 mixed and 1 headwind across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive2 mixed1 headwind
- Trendheadwind
Below 50 and 200-day
Close $308.06 is below the 50-day ($357.19) and 200-day ($475.32) averages, and the 50-day is below the 200-day.
See the chart - GekkoIndexsupportive
66.8, Accumulation
Reading 66.8 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
9.0% below
Price is 9% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneymixed
Mixed
Last 90 days: Congress 1 buy / 0 sales. Last 30 days: 4 unusual options signals.
See smart money - Earnings risksupportive
Reports in 45 days
Next report Nov 4, 2026, 45 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitymixed
+4.3% on average
From this point in the calendar, the next 20 trading days averaged +4.3% over 5 years, rising in 2 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Applovin stock chart and price history
Applovin closed at $308.06 on Sep 18, 2026, −49.2% over the past year, inside a 52-week range of $297.50 to $745.61.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −0.9%
- 3 months
- −34.4%
- 6 months
- −30.0%
- 1 year
- −49.2%
The full APP chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open APP in Gekko
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About Applovin
Applovin builds software that helps mobile app developers grow their audiences and turn that usage into revenue. Its tools address both sides of the app marketing equation: getting new users through the door and then making the most of the advertising space inside an app. The company is best known for AppDiscovery, which matches advertiser demand with available publisher inventory through an auction process.
Beyond that flagship product, Applovin operates Adjust, an analytics platform that lets marketers measure campaign performance, refine their targeting, and manage user data responsibly. It also runs MAX, a bidding engine that lets multiple advertisers compete in real time for a spot in an app's ad inventory, aiming to extract more value from each placement. Together these products serve a mix of advertisers, publishers, and other internet platforms, both within the United States and abroad.
Applovin was founded in 2011 and is headquartered in Palo Alto, California. Its shares trade on the NASDAQ under the ticker APP.
- Listed
- NASDAQ
- Sector
- Technology services
- Industry
- Packaged software
- Website
- applovin.com
Applovin GekkoIndex: the smart money zone
Applovin’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 66.8, in the Accumulation zone, up 4.6 points over five sessions.
66.8Accumulation
Up 4.6 points over five sessions.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 24 | +2.3% | +3.5% | ||
| Accumulation (current zone) | 159 | +0.6% | +3.4% | ||
| Neutral | 372 | +3.1% | +9.4% | ||
| Distribution | 92 | +1.3% | +19.0% | ||
| Selling | 15 | Not available | |||
Average APP share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the APP price, zone by zone.Track APP in Gekko
Is Applovin stock overvalued? Gekko Fair Value
Applovin trades 9.0% below Gekko Fair Value of $338.52, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Applovin shares are worth, recalculated every trading day.
$338.52
Gekko Fair Value, Sep 19, 2026
9.0% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open APP in Gekko
Applovin insider and Congress trading
No open-market insider purchases were filed for Applovin, and members of Congress disclosed 1 purchase and 0 sales, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
1trade disclosed: 1 purchase and 0 sales.
| Member | Amount | Disclosed |
|---|---|---|
| Gilbert Ray Cisneros House, CA, purchase | $1,001 - $15,000 | Sep 7 traded Jul 16 |
From congressional disclosures, which report amounts as ranges.
Buybacks
Applovin has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $551.2M
- As a share of market cap
- 0.53%
- Trailing four quarters
- $2.45B
From company filings.
Unusual options activity last 30 days
4signals, 29% of the flagged premium in calls.
Latest: Bullish flow on Sep 18, $3.15M in unusual premium.
Hedge funds and billionaires quarter ended Jun 30
7of the funds Gekko tracks hold APP.
1added2opened4trimmed3sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko
Applovin earnings: next date and track record
Applovin reports on Nov 4, 2026, after the close (45 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Nov 4, 2026
Expected after the close, 45 days away
- EPS estimate
- $4.04
- Revenue estimate
- $2.07B
7 of 8reports beat the EPS estimate
±18.9%average move across the report
6 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 5, 2026 AI summary
- What they said
- AppLovin reported Q2 2026 revenue of nearly $2 billion, slightly below guidance midpoint, with adjusted EBITDA of ~$1.6 billion, up 50%+ year-over-year but also below guidance range. Model improvement timing caused the shortfall, not weakening demand. Consumer advertiser spend hit record levels, 28% above Q4 2025 peak. MAX publisher earnings grew double digits quarter-over-quarter. Management identified and addressed the issue, with Q3 already showing recovery.
- Guidance
- Q3 is described as off to a strong start with business reaccelerating. Management targets ~30% annual compounding long-term growth. Higher training and inference compute costs are factored into Q3 guidance, reflecting continued AI model investment.
- Risks flagged
- Key risks mentioned include: variability and timing risk associated with model/R&D uplifts (quarter-to-quarter unpredictability), higher and potentially variable compute/training costs, dependence on mid-market advertiser adoption and the need for data sharing to improve models, creative supply constraints (difficulty generating high-quality long video creatives at scale), brand awareness and onboarding challenges for non-gaming advertisers, competition on Android and other channels, and temporary cash conversion timing issues (international tax/interest).
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 5, 2026 | $3.76 est $3.76 | $1.92B est $1.94B | −20.0% |
| May 6, 2026 | $3.56 est $3.40 | $1.84B est $1.77B | +4.3% |
| Feb 11, 2026 | $3.24 est $2.95 | $1.66B est $1.61B | −22.4% |
| Nov 5, 2025 | $2.45 est $2.38 | $1.41B est $1.34B | +2.1% |
| Aug 6, 2025 | $2.26 est $1.96 | $1.26B est $1.22B | +15.7% |
| May 7, 2025 | $1.67 est $1.44 | $1.48B est $1.38B | +11.5% |
| Feb 12, 2025 | $1.73 est $1.12 | $1.37B est $1.26B | +25.7% |
| Nov 6, 2024 | $1.25 est $0.92 | $1.20B est $1.13B | +49.2% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Applovin stock forecast and analyst price targets
Analysts’ average 12-month price target for Applovin is $501.94, +62.9% from the last close, from 22 firms rating the stock in the last 90 days.
$501.94consensus 12-month target, +62.9% from the last close
Now $308.06Avg $501.94
Low $325High $790
Each firm’s latest rating in the last 90 days: 22 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 14 | Morgan Stanley | $450 | +46.1% |
| Sep 11 | Citi | $600 | +94.8% |
| Sep 8 | BTIG | $396 | +28.5% |
| Sep 3 | William Blair | — | — |
| Sep 1 | Evercore ISI | $510 | +65.6% |
+3.4%average 20-day move after past Accumulation readings
+4.3%average move over the next 20 trading days in the last 5 years
±4.9%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Applovin seasonality: the next 20 trading days
Over the next 20 trading days from Sep 19, Applovin averaged +4.3% across the last 5 years, rising in 2 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.9% | 3 of 5 |
| Next 10 trading days | +0.4% | 3 of 5 |
| Next 15 trading days | +2.3% | 3 of 5 |
| Next 20 trading days | +4.3% | 2 of 5 |
| Next 30 trading days | +9.0% | 2 of 5 |
For scale, APP’s typical 20-trading-day move in either direction is about 14.6%.
Applovin market cap and key statistics
Applovin’s market cap is $103.5B, with a P/E ratio of 25.1 and revenue of $6.83B over the last twelve months.
Valuation
- Market cap
- $103.5B
- P/E ratio
- 25.1
- Forward P/E
- 16
- EPS, TTM
- $12.80
- Gekko Fair Value
- $338.52
Trading
- Volume
- 10.88M
- Avg volume, 20 days
- 4.76M
- 52-week high
- $745.61
- 52-week low
- $297.50
- Shares outstanding
- 305.7M
Financials
- Revenue, TTM
- $6.83B
- Profit margin
- 64.6%
- Return on equity
- 203.7%
- Quarterly earnings growth, YoY
- +57.0%
Risk and income
- Beta
- 2.49
- Typical daily move
- ±4.9%
- Typical 20-day move
- ±14.6%
Applovin stock news this week
6 headlines about Applovin from the past week, newest first, each linking to the publisher.
- AppLovin (NASDAQ: APP) Faces Securities Class Action Amid Concerns Over Model Improvements -- HBSSGlobeNewsWire, Sep 19
- Nykredit A S Purchases Shares of 87,564 AppLovin Corporation $APPDefense World, Sep 19
- APP Class Action Notice: AppLovin Sued for Securities Fraud After Allegedly Misleading Investors About Generative AI Progress – Investors Urged to Contact BFA LawBusiness Wire, Sep 18
- ROSEN, SKILLED INVESTOR COUNSEL, Encourages AppLovin Corporation Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – APPGlobeNewsWire, Sep 18
- Kaplan Fox & Kilsheimer LLP Alerts AppLovin Corporation (APP) Investors to a Securities Class Action Deadline on November 16, 2026Newsfile Corp, Sep 18
- Bronstein, Gewirtz & Grossman LLC Urges AppLovin Corporation Investors to Act: Class Action Filed Alleging Investor HarmGlobeNewsWire, Sep 18
Applovin peers
Applovin’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MSFTMicrosoft | Neutral | 13.4% above |
| ORCLOracle | Neutral | 17.7% below |
| PLTRPalantir Technologies | Neutral | 11.3% above |
| PANWPalo Alto Networks | Neutral | 8.9% above |
| CRWDCrowdStrike | Neutral | 19.0% above |
| CRMSalesforce | Neutral | 1.3% below |
A peer links to its own page where one exists.
Applovin stock FAQ
What is Applovin’s market cap?
Applovin’s market cap is $103.5B at the Sep 18, 2026 close of $308.06, with 305.7M shares outstanding. The shares trade on a P/E ratio of 25.1.
What is the Applovin stock forecast?
The consensus analyst 12-month price target for Applovin is $501.94, +62.9% from the last close. Of the 22 firms that rated the stock in the last 90 days, 17 rate it a buy, 5 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Applovin stock overvalued or undervalued?
On Gekko’s estimate Applovin is undervalued: the Sep 18, 2026 close of $308.06 is 9.0% below Gekko Fair Value of $338.52. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Applovin report earnings next?
Applovin is expected to report on Nov 4, 2026, after the market closes (45 days away). Analysts expect earnings of $4.04 per share on revenue of $2.07B. Applovin beat the earnings estimate in 7 of its last 8 reports, moving 18.9% on average across the report.
What is Applovin’s 52-week high and low?
Applovin’s 52-week high is $745.61 and its 52-week low is $297.50; it closed at $308.06 on Sep 18, 2026, −49.2% over the past year.
Is Applovin stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (gekkoindex, fair value and earnings risk), 2 as mixed (smart money and seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.
Is there unusual options activity in Applovin?
Gekko flagged 4 unusual options signals in Applovin over the last 30 days, with $14.50M of flagged premium in calls and $34.72M in puts. The latest, bullish flow, was on Sep 18, 2026 with $3.15M in unusual premium. The signal-by-signal table is in Gekko.
How this page works
Prices and signals update after every US market close; the GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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